PHAM
Palisades Hudson Asset Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-906
| Closed | -$232K | – | 99 |
|
|
2022
Q2 | $232K | Buy |
906
+6
| +0.7% | +$1.54K | 0.13% | 86 |
|
|
2022
Q1 | $226K | Hold |
900
| – | – | 0.11% | 104 |
|
|
2021
Q4 | $263K | Hold |
900
| – | – | 0.11% | 99 |
|
|
2021
Q3 | $239K | Hold |
900
| – | – | 0.11% | 103 |
|
|
2021
Q2 | $243K | Hold |
900
| – | – | 0.11% | 100 |
|
|
2021
Q1 | $215K | Hold |
900
| – | – | 0.1% | 104 |
|
|
2020
Q4 | $202K | Hold |
900
| – | – | 0.1% | 104 |
|
|
2020
Q3 | $218K | Hold |
900
| – | – | 0.14% | 87 |
|
|
2020
Q2 | $233K | Buy |
+900
| New | +$233K | 0.16% | 79 |
|
|
2020
Q1 | – | Sell |
-900
| Closed | -$207K | – | 86 |
|
|
2019
Q4 | $207K | Buy |
+900
| New | +$207K | 0.13% | 103 |
|